AI Calls Agent: outbound call campaigns on autopilot

Outbound call campaigns on your own lead list

The AI Calls Agent turns a list of leads into a phone campaign. You import the contacts into the MyChatBot CRM, choose who to call, and an AI voice agent phones each one from your number and holds a real conversation with whoever picks up.

It is built for sales teams that need to reach many people by phone: booking demos, qualifying interest, following up on a form fill, confirming appointments or reviving cold leads.

This page is about outbound campaigns. If you mainly need an agent that answers incoming calls, see the AI Voice Agent. Both run on the same Calls channel, so one connected number serves inbound calls and your campaigns.

How an outbound call campaign runs in MyChatBot

1. Leads come in. You import a Google Spreadsheet in Leads → Import Leads and map columns to Full Name, Phone, Email, Company and other fields. Phone validation flags numbers that can’t be imported and normalizes ones missing a +.
2. You pick the audience. In Follow-ups & Outreach you create an Immediate outreach, set Client Source to All clients, limit the Created/Imported dates to the new batch and turn on Has phone number. The Audience Preview shows how many people match.
3. You set up the call. Choose Calls as the channel, the number of concurrent lines and how the agent opens the conversation.
4. The campaign runs. You click Save outreach to arm it. Run now starts in about 3 minutes, or you schedule a date and time. A live progress bar shows how far it has gone, and you can pause and resume.
5. Results come back. Each call becomes a conversation in the lead’s chat with a transcript and a playable recording. Missed calls update the funnel status automatically, and Outreach Results lists every lead with its send status.

Key capabilities for call campaigns

• Concurrent lines. Number of lines sets how many calls run at once. Left empty, it uses the channel default of 2 lines.
• Personal or fixed openings. With Agent instruction you describe the outcome, tone and talking points, and the agent writes a personal opening for each lead. Custom message uses one exact line for everyone, with {name} and {context} placeholders.
• Precise targeting. Filter by Pipeline, Statuses, Labels and Managers, and add up to 10 custom field filters, for example on Location. An Audience limit of 1 to 10,000 clients lets you test on a small slice first.
• Local call times. Call time adjustment per lead shifts a scheduled campaign into each lead’s timezone, so a 10:00 start means 10:00 where the lead is.
• Auto-recall. With Automatically recall if not answered on, no-answer and busy leads are called again after the interval you set, up to 3 attempts.
• Automatic call outcomes. A call with no conversation or a voicemail sets the lead to NotAnswered; invalid or unreachable numbers become WrongNumber. For answered calls, your agent’s instructions decide the status.
• Voice settings. Pick a voice with Play preview and set Speech Speed, First Message, Max Call Duration (10 minutes by default) and Additional languages.

Channels, CRM and follow-ups around the campaign

Calls go out through the Calls channel, connected with a SIP Trunk from your telephony provider or a Twilio Account number. The voice agent is built from your sales assistant’s instructions and Knowledge Base when you connect the channel, so what it already knows carries over to the phone.

Leads live in the built-in CRM. Imported rows that match an existing lead by phone or email update it instead of creating duplicates, and the agent can update the lead’s funnel status and details after each call. If you configure Post-Call Functions, actions such as writing a lead to your CRM run after the call, with a small fixed charge per call that runs them. The CRMs MyChatBot connects to are listed on the integrations page.

A call campaign is a one-time run, and it pairs well with text channels:

• Publish a Postponed contextual follow-up targeting NotAnswered and attach it to the voice agent. Only the status change arms it, so the message reaches exactly the people who missed today’s call.
• Set the Calls channel’s Follow-up channels to a chat agent’s Telegram account, with Viber as a fallback, so that follow-up goes out as a message.

When a human takes over, and what to know

Turn on Transfer to human operator in the Calls channel to let the agent pass a live call to a person. You set the Operator number, an optional Phone line extension and a Transfer Condition, for example when the caller explicitly asks for a manager. After the call your team can read the transcript in Chats, play the recording and continue by hand. Read more about human handoff.

• MyChatBot doesn’t provide a phone number. You bring a SIP trunk or Twilio number, and each number can be connected only once.
• Leads are imported from Google Sheets. There is no direct CSV or Excel upload, so open the file in Google Sheets first. Leads without a valid phone are not dialed.
• A campaign is not a multi-day call sequence. Retries come from Auto-recall, further touches from follow-ups.
• Calls use the shared sales-message balance. Outbound calls are refused when the agent is off or the balance is drained, and a zero balance switches all assistants off, stopping a running campaign.
• Instruction changes reach the voice agent when you click Sync Agent. The Knowledge Base is a snapshot taken when the Calls channel is created, so changing which integrations feed the agent means recreating the channel.

How to set up your first call campaign

Most of the first setup is connecting the phone line. You do it once, and every later campaign reuses it.

1. Open Channels, select your agent and open Calls. Choose SIP Trunk or Twilio Account, enter the number, preview and pick a voice, turn on Auto-recall if you want retries, connect, then switch on Connect agent to this channel.
2. In Agent configuration, give the sales assistant a clear goal for the call, a tone and the knowledge it needs.
3. Import your leads from a Google Spreadsheet and fix any flagged numbers.
4. Create an Immediate outreach on the Calls channel, target the new batch and write the agent instruction.
5. Do a dry run: import one row with your own number, target only that lead, click Run now and answer.
6. Launch the full list now or on a schedule.

Voice calling is included in every paid Sales plan and billed by call duration from the same balance as text channels: high-quality voices use more AI messages per minute than standard voices, prorated by the second. A trial covers the one-lead test, not a real list. Top up before a large campaign and compare plans on the pricing page.